Retirement plan

CIVIL BEAT LAW CENTER 401K PLAN

Name: CIVIL BEAT LAW CENTER FOR THE PUBLIC INTEREST - CIVIL BEAT LAW CENTER 401K PLAN (2021) Form 5500
Creator: CIVIL BEAT LAW CENTER FOR THE PUBLIC INTEREST
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CIVIL BEAT LAW CENTER 401K PLAN, CIVIL BEAT LAW CENTER FOR THE PUBLIC INTEREST

CIVIL BEAT LAW CENTER FOR THE PUBLIC INTERESTEIN 46-3490671Plan #001PY 2021

720 UNIVERSITY AVENUE, STE 200 - LOS GATOS, CA 95032408-358-3316

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$551K

+22.2% from 2020

Total participants

+33.3% from 2020

Average account balance

$137,814

-8.3% from 2020

Annual return

13.55%

-26.07 pp from 2020

Benchmarks

See 126,134 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort126,134 peers

Snapshot2021

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$811K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$116K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

233.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$54K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+12.79%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2J2F2G3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$137,814

$176,077-21.7%

$159,455-13.6%

$167,518-17.7%

Participation rate

100.0%

84.9%+15.1pp

82.8%+17.2pp

82.1%+17.9pp

Annual return

13.55%

331.83%-318.3pp

263.63%-250.1pp

478.71%-465.2pp

Employer contribution / active EE

$9,845

$5,298+85.8%

$4,830+103.8%

$4,838+103.5%

Participant deferral / active EE

$9,750

$7,751+25.8%

$7,353+32.6%

$6,342+53.7%

Admin fee / account holder

$12,556-100.0%

$10,800-100.0%

$12,312-100.0%

CIVIL BEAT LAW CENTER 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

CIVIL BEAT LAW CENTER 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion